Lead Conversion Mapping

When you convert a lead, the standard lead fields are automatically converted to the account, contact, and opportunity fields listed below. Custom lead fields are converted to custom account, contact, and opportunity fields as specified by your administrator.

Lead Field

Maps to

Address

Account: Billing Address

Contact: Mailing Address

Annual Revenue

Account: Annual Revenue

Campaign

Opportunity: Primary Campaign Source

If the lead has multiple associated campaigns, the most recently associated campaign is inserted into the opportunity regardless of whether the user has sharing access to it.

Company

Account: Account Name

Contact: Account

Opportunity: Account Name

Opportunity: Opportunity Name

Company Name (Local)

Account: Account Name (Local)

Description

Contact: Description

Do Not Call

Contact: Do Not Call

This field is not updated for leads converted to existing contacts.

Email

Contact: Email

Email Opt Out

Contact: Email Opt Out

This field is not updated for leads converted to existing contacts.

Fax

Account: Fax

Contact: Fax

Fax Opt Out

Contact: Fax Opt Out

First Name

Contact: First Name

First Name (Local)

Contact: First Name (Local)

Industry

Account: Industry

Last Name

Contact: Last Name

Last Name (Local)

Contact: Last Name (Local)

Lead Owner

Account: Owner

Contact: Owner

Opportunity: Owner

Lead Source

Contact: Lead Source

Opportunity: Lead Source

Mobile

Contact: Mobile

No. of Employees

Account: Employees

Partner Account

Opportunity: Partner Account

This field is not updated for leads converted to existing opportunities.

Phone

Account: Phone

Contact: Phone

Rating

Account: Rating

Title

Contact: Title

Website

Account: Website

Note

If you are not using custom fiscal years, the Close Date of the newly created opportunity is automatically set to the last day of the current fiscal quarter.

If you are using custom fiscal years, the Close Date is the last day of the current fiscal period. If you are using custom fiscal years and a fiscal year has not been defined for the current date, the Close Date is the end of the current calendar quarter.